drjobs Private Banking Assistant - Greek Native Speaker

Private Banking Assistant - Greek Native Speaker

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1 Vacancy
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Job Location drjobs

Luxembourg - Luxembourg

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Why apply

Join a vibrant company dedicated to empower entrepreunerial minds and create value.

Benefit from working alongside diverse teams accelerating your technical expertise devising innovative solutions and mastering your domain.

Become part of a boutique bank currently operating in nearly 40 locations worldwide


About the offer

Permanent contract

Location : Luxembourg

Top 3 Key competencies :

    • Previous experience in KYC
    • Excellent verbal and written communication skills
    • Fluency in Greek and English

About our client

Sector : Private Banking

Values : Passion Accountability Teamwork

Employees : Worldwide : 2500


Your missions

Are you a dynamic and proactive individual with a passion for delivering exceptional service Do you thrive in a fastpaced environment and possess a strong cando attitude If so we have an exciting opportunity for you to join our Private Banking team as a Private Banking Assistant.

As Private Banking Assistant you will :

  • Act as the first point of contact for clients ensuring all their inquiries and needs are met with the highest level of service and professionalism.
  • Communicate effectively with both internal teams and clients ensuring smooth and clear exchanges of information.
  • Utilize your knowledge of KYC regulations to assist in client onboarding and ongoing compliance processes.
  • Assist in the daily management of client accounts including processing transactions updating client records and ensuring the accuracy of financial information.
  • Arrange and prepare materials for client meetings including presentations financial reports and followup actions.
  • Prepare and manage various documents including account opening forms investment proposals and correspondence with clients.
  • Conduct research on market trends and investment opportunities to support Private Bankers in providing informed advice to clients.
  • Provide comprehensive administrative support to Private Bankers including scheduling meetings preparing documentation and managing client files.
  • Assist in maintaining and enhancing client relationships by delivering personalized service and anticipating client needs.
  • Ensure all client interactions and transactions comply with internal policies and regulatory requirements.
  • This position is a great opportunity to :

    • Interact with highnetworth individuals and manage sophisticated financial needs providing valuable experience in client relationship management.
    • Provide a solid foundation for a career in banking or financial services. With tasks ranging from client support to compliance and account management you gain a comprehensive understanding of the banking industry.

    Your ideal profile

    • Previous experience in a private banking or financial services environment is preferred.
    • Fluency in both Greek and English is essential for this role.
    • Solid understanding of KYC and compliance processes within the banking sector.
    • Excellent verbal and written communication skills with the ability to communicate clearly and confidently with clients and colleagues.
    • A dynamic and proactive approach with a strong cando attitude and a willingness to go the extra mile for clients and the team.
    • Proficiency in Microsoft Office Suite (Word Excel PowerPoint) and experience with banking software systems.
    • Strong organizational skills with the ability to manage multiple task and deadlines while maintaining accuracy.
    • A clientoriented mindset with the ability to anticipate client needs and provide tailored solutions.

    A candidate experience with Source Up its

    • Carry out a skills assessment (soft skills and technical skills) in order to better define your professional project
    • Access to your test results to guide you to your best career choices
    • Interview coaching session before the client meeting
    • Consistent and fair recruitment process with respect transparency and trust

    Employment Type

    Full Time

    Company Industry

    About Company

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